08/15/23
Accrual/Reversal Updates
Update 1
The “typical” Accrual/Reversal process is as follows:
At EOY, FMs create Accrual transactions for sent invoices that have not yet been paid
After BOY, user reverses the Accrual
When the invoice is finally paid, the FM enters a third transaction to document actual payment
Sometimes however, a payment will be received between EOY and BOY, so the Accrual does not need to be reversed, just updated. Currently once an Accrual has been created, the Transaction Type cannot be edited, even though the status is "Open." Therefore, going forward:
If an Accrual has an "Open" status and has not been reversed, then the user may edit the Accrual and update all fields
Update 2
We received feedback that while the Reversal button/Bulk Reversal does streamline the manual process of entering Accrual Reversals at BOY, users still have to create the final Transaction when the invoice is eventually paid. In response:
When a user reverses an accrual, the system will create both the Reversal transaction and the Actual transaction
The Actual transaction entry will be created in a "Pending" state, so all fields will be editable by the user
8/18/23
Per user feedback, horizontal scroll bars have been made easier to see/find.
8/30/23
Support chat conversations are now separated into Messages and Tickets.
Start a conversation with Customer Success using "Send us a message"
If Customer Success (CS) can help you outright, these conversations will stay in the Messages queue.
If CS needs to escalate your issue, your message will be converted to a ticket and can then be found in the Ticket queue with a referenceable ticket number and current status.
This should help users easily locate their support tickets.